Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

A Greater Focus On Outcomes Could Be Explosive For Volcano

It's difficult to call a stock with an EV/EBITDA ratio in the 20's and more than a dozen active sell-side analysts "undiscovered", but I'm surprised at the relative level of chatter about Volcano (NASDAQ:VOLC) in comparison to names like Intuitive Surgical (NASDAQ:ISRG), MAKO Surgical (NASDAQ:MAKO), or Abiomed (NASDAQ:ABMD). While Volcano arguably suffers from the fact that its addressed markets have been around quite a bit longer, I believe growth-oriented investors ought to take another look at some of the possibilities of Volcano finding a new level of market acceptance and growth in the coming years.

A Clearer Picture Means Better Outcomes

Volcano has long been in the business of intravascular imaging, specifically...

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